Associate – Zoho

Qualification

B.Tech or B.E, B.C.A prior to M.C.A

Requirements

• Should has three years relevant experience.
• Strong problem-solving skills and attention to detail.
• Excellent communication and collaboration skills.
• Experience in CRM Setup & Sales Pipeline Management.
• Experience in Sales Performance Tracking.
• Experience in setup Project Tracking & Management.
• Act as the primary support resource for CRM Training & Onboarding.
• Experience in Platform Optimization & Best Practices.

Responsibilities

1. CRM Setup & Sales Pipeline Management

• Customize the Zoho CRM to reflect on client’s unique sales process.
• Configure lead management, deal stages, and pipeline flows.
• Streamline conversion mapping and remove redundant stages.
• Align pipeline design with sales forecasting and reporting needs.
• Collaborate with sales leadership to ensure CRM supports team goals.

2. Sales Performance Tracking

• Build and maintain real-time dashboards using Zoho Analytics.
• Track and report on KPIs including conversion rates, revenue, and team performance.
• Support sales forecasting efforts and develop visual reports to guide strategic decisions.
• Identify performance gaps and recommend data-driven improvements.

3. Project Tracking & Management

• Set up and manage Zoho Projects for cross-functional teams.
• Create and maintain task timelines, calendar views, dependencies, and milestones.
• Ensure project visibility and accountability across departments.
• Support task assignment, permissions management, and timesheet logging.

4. CRM Training & Onboarding

• Deliver structured training sessions for new CRM admins and consultants.
• Create user guides and onboarding materials using beginner-friendly tutorials and Zoho documentation.
• Ensure smooth transition for new users into the Zoho environment.
• Act as the primary support resource for CRM-related queries and guidance.

5. Platform Optimization & Best Practices

• Recommend and implement best practices for using Zoho CRM and Zoho Projects.
• Stay up to date with new Zoho features and functionalities.
• Offer continuous improvements to support process automation and reporting efficiency.